Modern WorkflowMax Quote
Turn an ordinary WorkflowMax quote into a polished, persuasive client experience.
This modern three-page quote template presents your services, pricing and optional extras clearly while giving your business a professional, considered appearance. It is ideal for businesses that want their WorkflowMax quotes to do more than simply provide a price.
The template includes:
- a visually impressive branded opening page
- client, quote number, issue date and validity details
- prominent total-investment summary
- automatically populated service and cost tables
- a separate section for optional enhancements
- subtotal, tax and total summary
- project process or delivery stages
- clear acceptance call to action
- contact details and terms
- professional page numbering and footer branding
Choose the option that suits you
Template download
Purchase the editable Microsoft Word .docx template for immediate download.
Add your own logo, colours and business details, and edit the standard wording to suit your services. The template already contains the WorkflowMax merge fields needed to populate client, quote, task, cost, option and pricing information.
Some confidence working with Word templates is recommended. WorkflowMax merge fields and repeating table fields should be retained when making changes.
Full customisation service - Request a Quote
Want the finished result without having to modify the template yourself?
Choose our full customisation service and we will tailor the design to your business, including:
- reviewing your current quote and requirements
- applying your logo, colours and brand style
- tailoring headings, wording and quote structure
- adding or adjusting WorkflowMax merge fields
- building and testing the template using realistic quote information
- refining the design following your feedback
- supplying the finished template ready to upload and use
A great quote should make your business look professional, make the scope easy to understand and make the decision to proceed feel simple.